Partner with corporate development and business leaders to support the overall M&A strategy from a financial perspective.
Help to lead cross-functional teams, driving project timelines and ensuring all financial deliverables are met within budget and on schedule.
Serve as the key financial point of contact for project updates, issues, and risks to senior leadership and steering committees and transaction-related activities, communicating effectively with internal and external stakeholders.
Support and coordinate financial separation/integration workstreams to ensure a seamless transition of the acquired company's financial operations.
Harmonize financial reporting, accounting policies, and processes between the merging or separating entities.
Manage the carve out, integration or migration of finance systems (e.g., ERP, GL, and reporting tools).
Help create carve-out financial statements and perform stranded cost analyses to preserve and enhance value during a separation.
Assist in defining and managing Transition Service Agreements (TSAs) for financial functions, ensuring smooth disengagement from the parent company.
Identify opportunities for optimization within the finance function during a transaction, leveraging the event to streamline and improve processes.
Develop and refine best practices, playbooks, and methodologies for M&A integration and separation.

Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
An MBA or a Master's degree is a desirable.
7+ years of progressive experience in finance, with a significant portion focused on M&A integration and separation, either in a corporate role or with a consulting firm.
Strong financial modeling, valuation, and analytical skills.
Experience with finance-related software such as ERP systems (SAP, Oracle, Workday) and other financial reporting tools.
Exceptional communication and relationship-building skills to manage diverse stakeholders.
Highly adaptable and comfortable with ambiguity and complexity.
Demonstrated ability to influence and motivate teams without direct authority.
Excellent communication & presentation skills including strong PPT / deck-writing skills; capable of catering a message appropriately for a given audience.
Proven project management skills with a keen eye for detail.

Great support for good health with medical, dental, and vision coverage options with no waiting periods or pre-existing condition restrictions.
Access to an on-site fitness center, occupational health nurse, and allowances for high-quality safety equipment.
Flexible Savings and spending accounts to maximize health care options and stretch dollars when caring for yourself or dependents.
Diverse income protection insurance options to protect yourself and your family in case of illness, injury, or other unexpected events.
Additional programs and support to continue your education, adopt a child, relocate, or even find temporary childcare.

M&A Operations, Associate Director

Key skills